Financial Calculators

  • Automobile
  • Cash Flow
  • College
  • Credit
  • Home & Mortgage
  • Insurance
  • Paycheck
  • Qualified Plans
  • Retirement
  • Savings
  • Taxes
  • Automobile

  • Lease or buy an automobile?
  • Loan vs. 0% dealer financing?
  • What would my auto payments be?
  • Upgrade to a more fuel efficient vehicle?
  • Auto loan: accelerated payoff
  • How much vehicle can I afford?
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    Cash Flow

  • Does inflation impact my standard of living?
  • How much am I spending?
  • How much do I need for emergencies?
  • Pay down debt or invest more?
  • How long will my money last?
  • Should my spouse work?
  • What is my current net worth?
  • What is my projected net worth?
  • What is my current cash flow?
  • What is my projected cash flow?
  • Value of reducing or foregoing expenses
  • Historical inflation – compare purchasing power
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    College

  • How much should I be saving for college?
  • Can I pay back my student loans?
  • Advantages of the Coverdell ESA
  • Advantages of a 529 college savings plan
  • The value of a college education?
  • Payments on a parental (PLUS) loan?
  • Live on campus, off campus or at home?
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    Credit

  • How long will it take to pay off my credit card?
  • How long until my loan is paid off?
  • What are my loan payments?
  • What is the balance owing on my loan?
  • Consolidate my personal debt?
  • Re-structuring debts for accelerated payoff
  • Cash up front or payments over time?
  • Impact of making extra debt payments?
  • Pay off debts or invest the money?
  • Estimate my credit score
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    Home & Mortgage

  • How much home can I afford?
  • Should I refinance my home mortgage (break even)?
  • Mortgage calculator
  • Comparing mortgage terms (i.e. 15, 20, 30 year)
  • Should I pay discount points for A lower interest rate?
  • Should I rent or buy a home?
  • Should I convert to a bi-weekly payment schedule?
  • Compare a ‘no-cost’ versus traditional mortgage
  • What are the tax savings generated by my mortgage?
  • Which is better: fixed or adjustable-rate mortgage?
  • Adjustable rate mortgage calculator
  • How do closing costs impact the interest rate?
  • Compare an interest-only versus traditional mortgage
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    Insurance

  • How much life insurance do I need?
  • What is my life expectancy?
  • Needs for burial and final expenses?
  • How much disability income insurance do I need?
  • Chances of becoming disabled
  • Long-term care insurance needs
  • How much will I earn in my lifetime?
  • Tax advantages of an annuity?
  • How long will my current life insurance proceeds last?
  • Future value of an annuity?
  • Which Is Better, Comprehensive Plan Or High-Deductible Plan With HSA?
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    Paycheck & Benefits

  • How much is my company bonus after taxes?
  • How will payroll adjustments affect my take-home pay?
  • Convert my salary to an equivalent hourly wage
  • Convert my hourly wage to an equivalent salary
  • Future value of my employee stock options?
  • Exercise my “in-the-money” stock options?
  • What may my 401(k) be worth?
  • Impact of increasing my 401(k) contribution?
  • What may my 457 Plan be worth?
  • Impact of increasing my 457 Plan contribution?
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    Qualified Plans

  • Evaluate my company pension payout options
  • How much can I contribute to an IRA?
  • Retirement income from my IRA provider?
  • Convert to a Roth IRA?
  • Qualified plan is worth what retirement?
  • Current year required minimum distribution?
  • Projected required minimum distributions?
  • Lump sum distribution options?
  • Maximize my employer 401(k) match?
  • Impact of borrowing from my 401(k) plan?
  • Impact of early withdrawal from my 401(k)?
  • I’m self-employed, how much can I contribute to a retirement plan?
  • Net Unrealized Appreciation (NUA) vs. IRA Rollover?
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    Retirement

  • Will retirement impact my living expenses?
  • How much will I need for retirement?
  • Are my current retirement savings sufficient?
  • Social Security retirement income estimator
  • How does inflation impact my retirement income needs?
  • I’m retired, how long will my savings last?
  • When should I begin saving for retirement?
  • Convert discretionary expenses to savings?
  • How much retirement income may my 401(k) provide?
  • Compare a Roth 401(k) to a Traditional 401(K)
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    Savings

  • Becoming a millionaire
  • Income generated by a savings plan
  • How long will it take to double my money?
  • How long until my savings reach my goal?
  • Save now vs. save later
  • How much should I save to reach my goal?
  • What will my current savings grow to?
  • Calculate rate of return
  • How do taxes and inflation impact my return?
  • What is my effective annual yield?
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    Taxes

  • What is my potential estate tax liability?
  • Federal income tax estimator
  • Should I adjust my payroll withholdings?
  • Will my investment interest be deductible?
  • How much self-employment tax will I pay?
  • Capital gains (and losses) tax estimator
  • Compare taxable, tax-deferred, and tax-free growth
  • How much of my social security benefit may be taxable?
  • Tax implications of paying interest?
  • Itemize or take the standard deduction?
  • What is my taxable-equivalent yield?
  • Tax refund estimator
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